Filed June 9, 2016 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $433,924 |
GERBER LLC6 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $47,062 |
FORVIS MAZARS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $28,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,943 | $67,679+4.8% | $155,509-54.4% | $99,062-28.4% |
| Participation rate | 62.0% | 67.2%-5.2pp | 78.2%-16.1pp | 71.6%-9.6pp |
| Annual return | 10.62% | 16.16%-5.5pp | 64.67%-54.0pp | 17.66%-7.0pp |
| Employer contribution / active EE | $0 | $2,268-100.0% | $4,672-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $3,610 | $3,828-5.7% | $5,626-35.8% | $5,331-32.3% |
| Admin fee / account holder | $69 | $94-26.2% | $15,912-99.6% | $109-36.6% |